Financial Planner

FCII, CFP

 

 

 

Our Disclaimer please read carefully:
This website is offered to you conditional upon the acceptance by you of the terms and conditions set out below as well as any amendments or additional terms, policies, or procedures published on this website from time to time. You should check these terms and conditions from time to time to keep informed of any such amendments or additions.
By accessing and using this website, you are deemed to have agreed to the terms and conditions below:

Canfin Financial Group of Companies
Canfin Financial Group offers a variety of financial products and services through its various operating subsidiaries. References to “Canfin Financial” may refer either to Canfin Financial Group and/or to any of the following operating subsidiaries:
· Canfin Capital Group Inc. - licensed in Ontario, Canada to offer Life and Accident and Sickness insurance including Group Insurance, Health and Dental Plans, Travel Health Insurance, and Segregated Funds.
· Canfin Magellan Investment Inc. - registered in Ontario, Canada to sell Mutual Funds and Limited Partnerships
· Canfin Management Inc. - Our Fee Based Financial Planning Services division.
· Canfin Mortgage and Equity - offers residential, commercial, and industrial mortgages through licensed and registered mortgage salespersons/broker in Ontario
· Canfin Worldwide Financial Inc. - offers Financial Planning Solutions to non-residents and non-citizens of Canada and the United States of America.

Terms and Conditions

By accessing and using this website you agree to the following Terms and Conditions. If you do not agree, please do not use this website:
Information or data contained in this website is intended for information purposes only and does not constitute specific advice regarding your personal investment situation or provide specific individual advice including, without limitation, investment, financial, legal, accounting, mortgages, property and casualty insurance, or tax matters. Many factors unknown to Canfin Financial Group may affect the applicability of any statement or comment that we make on our website to your particular circumstances. Before using any information provided on this website for any financial or investment purpose, Canfin Financial Group advises you to consult a qualified professional advisor on your particular circumstances. Canfin Financial Group would be pleased to refer you to such a professional should you require assistance. Simply contact our Head Office.
Products and services advertised on this website are:
Subject to the terms and conditions of the applicable legislation governing them: and
Available in applicable provinces and territories of Canada only, or other jurisdictions where they are legally offered.
Certain products and services may not be available in all locations. Products and services may only be sold through appropriately licensed companies and individuals in jurisdictions in which the product is qualified for sale. This communication does not constitute an offer or solicitation by anyone in any jurisdiction in which an offer or solicitation cannot legally be made, or to any person to whom it is unlawful to make a solicitation. Certain products, services and financial instruments described herein involve significant risks

and you should not enter into any transactions unless you fully understand all such risks and determine that such transaction are appropriate in your circumstances. You are advised to seek professional advice before acting or declining to act on any information or materials provided on this website. If you use the information or materials provided on this website, you agree that you do so at your own risk. Additionally, if you choose to access this site from outside the Province of Ontario, you do so on your own initiative and are responsible for compliance with applicable local, national, and international laws.
Canfin Financial Group is not responsible for any damage whatsoever, however caused or pursuant to any type of action, which results from the use of this site. Links to other sites may be referenced to help you identify and locate resources of interest. Such links should not be construed, as an endorsement by Canfin Financial Group of the services or products provided on such sites and Canfin Financial Group assumes no responsibilities for the accuracy or appropriateness of the material contained on such sites.

Trademark/Copyright
The display of trademarks, trade names, or service marks on this website does not convey or create any license or privilege of any kind. Unauthorized use or exploitation of such marks and names is strictly prohibited.
No content from this website may be posted to newsgroups, mail lists, or electronic bulletin boards, or incorporated into any other website nor may links be created to this website without written consent of the Canfin Financial Group of Companies. Any unauthorized use may subject you to civil and/or criminal prosecution under applicable laws.
By accessing this website, it is agreed that all matters relating to access to, or use of, this website shall be governed by the laws of the Province of Ontario and the laws of Canada applicable therein, without regard to the conflicts of laws principles thereof. It is also agreed by you to submit to the exclusive personal jurisdiction and venue of the courts of the Province of Ontario with respect to such matters.
Finally, if you do not agree with these provisions, please discontinue use of this website!